Monthly Archives: April 2015  

Conversions what are you being promised?


I was recently speaking to a client about a conversion from a MYOB desktop to Xero and it occurred to me that many clients are not sure on what they require, so it makes me think when they convert have they considered these factors:

  • How much information do you want to convert?
  • Do you want to have just opening balances and start a fresh file? Or are you wanting all the information for the current year included in the conversion?
  • Are the accounts going to be tailored the way you do business?
  • Do you prefer a basic Chart of accounts, or a more complex one?
  • Are comparative balances for each prior month important to you, so when you a reading a report there are comparisons for the prior month there? How many months do you require?
  • Do you have employees?
  • Do you require your Sales invoice to be set up?
  • Do you require a fixed Asset Register?
  • Do you require extensive training or just the basics? How much is included?
  • Are the accounts going to be tailored the way you do business?
  • Do you require Add on software that will integrate seamlessly to your accounting package?

With the correct guidance from an experienced Certified Advisor these questions will all be answered prior to your conversion.

If you require more information about conversions please contact us at AboveBAS as we are more than happy to help you.

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